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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $786,686 | $88,707+786.8% | $74,184+960.5% | $273,972+187.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.69% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $13,250 | $3,159+319.4% | $2,370+459.0% | $4,869+172.1% |
| Participant deferral / active EE | $6,000 | $4,212+42.5% | $3,550+69.0% | $5,287+13.5% |
| Admin fee / account holder | $7,375 | $8,717-15.4% | $5,586+32.0% | $10,133-27.2% |